Vault-13

SCHWAB TOTAL STOCK MARKET INDEX SWTSX

COM · Open-End Fund · CUSIP 808509756

9 institutional holders +2 vs Q1 2026
6,619,2086.6m shares reported held*
$120.5mreported value*
4 new 1 added 2 reduced 2 sold out net sold ≈ $29.5m (-1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 5Q4 22: 5Q1 23: 6Q2 23: 5Q3 23: 6Q4 23: 8Q1 24: 6Q2 24: 10Q3 24: 9Q4 24: 10Q1 25: 9Q2 25: 8Q3 25: 8Q4 25: 9Q1 26: 7Q2 26: 99Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20225
Q1 20236
Q2 20235
Q3 20236
Q4 20238
Q1 20246
Q2 202410
Q3 20249
Q4 202410
Q1 20259
Q2 20258
Q3 20258
Q4 20259
Q1 20267
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 3 cut or sold outQ4 24: 7 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 2 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 1 cut or sold outQ4 25: 5 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202423
Q4 202473
Q1 202523
Q2 202523
Q3 202581
Q4 202554
Q1 202635
Q2 202654

Biggest buyers

Vermillion Wealth Management, Inc. New +83,300+83.3k
Wealthspire Advisors, LLC New +52,440+52.4k
NBT BANK, N.A. New +17,433+17.4k
Ethos Financial Group, LLC Added +223+223
Coston, McIsaac & Partners New +218+218

Biggest sellers

ZEVENBERGEN CAPITAL INVESTMENTS LLC Reduced -1,720,050-1.7m
NORTHSTAR ASSET MANAGEMENT Co Sold out -26,782-26.8k
Lester Murray Antman dba SimplyRich Sold out -20,355-20.4k
NORTH STAR ASSET MANAGEMENT INC Reduced -6,716-6.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.04% of their portfolio EDMONDS, WA 2,509,0542.5m $45.7m $45.7m 1.04% Reduced -1.7m -1,720,050
2 YOUSIF CAPITAL MANAGEMENT, LLC 0.48% of their portfolio BLOOMFIELD HILLS, MI 2,350,4762.4m $42.8m $42.8m 0.48% Unchanged
3 NORTH STAR ASSET MANAGEMENT INC 1.13% of their portfolio NEENAH, WI 1,577,5271.6m $28.7m $28.7m 1.13% Reduced -6.7k -6,716
4 Vermillion Wealth Management, Inc. 0.36% of their portfolio ROSEMOUNT, MN 83,30083.3k $1.5m $1.5m 0.36% New
5 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 52,44052.4k $954.4k $954.4k 0.01% New
6 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 20,74320.7k $367.4k $367.4k 0.02% Added +223 +223
7 NBT BANK, N.A. 0.02% of their portfolio NORWICH, NY 17,43317.4k $317.3k $317.3k 0.02% New
8 Westside Investment Management, Inc. 0.02% of their portfolio SANTA MONICA, CA 8,0178.0k $145.9k $145.9k 0.02% Unchanged
9 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 218218 $3.0k $3.0k 0.00% New